See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,670 | $97,757-62.5% | $83,848-56.3% | $135,375-72.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -6.97% | 1287.37%-1294.3pp | 850.88%-857.9pp | 519.73%-526.7pp |
| Employer contribution / active EE | $4,456 | $4,222+5.6% | $3,631+22.7% | $4,779-6.8% |
| Participant deferral / active EE | $1,624 | $4,682-65.3% | $4,082-60.2% | $5,609-71.0% |
| Admin fee / account holder | $6,581 | $6,674-1.4% | $5,478+20.1% | $10,827-39.2% |